Skip to Main Content
Back to Main AEI Website

Your Values.
Your Legacy.
Our Future.

Your Values. Your Legacy. Our Future.

Supporting the American Enterprise Institute advances the ideas you believe in such as free enterprise, liberty, and human flourishing. Including AEI in your estate plans ensures this work continues for generations—while offering ways to meet your personal financial goals.

Learn More About Ways to Give

Giving Home > How to Give

How to Give

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Gifts made from your estate by will, trust or beneficiary designation

Bequest

You designate AEI as the beneficiary of your asset by will, trust, or beneficiary designation form.

Beneficiary Designation Gift

You designate AEI as a beneficiary of your retirement account, investment account, or bank account, or life insurance policy.

Gifts that provide you and your loved ones with income and tax benefits

Gift Annuity

You transfer your cash or stock to AEI in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Gifts that support AEI's cause and save you taxes

IRA Charitable Rollover

An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA.

Charitable Lead Trust

You fund a trust that makes gifts to AEI for a number of years. Your family receives the trust remainder at substantial tax savings.

Donor Advised Fund (DAF)

You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.

Gift and Bequest

A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support AEI today and make a lasting future impact.